401(k) Plans

19,275 topics in this forum

1. What is the time limit for 401k distributions?

   By Guest MaggieRose, October 3, 1999
   • 1 reply
   • 2.1k views
   • 
   • Ervin Barham
   • October 4, 1999

2. How to report elective deferrals vs employer contributions to particip

   By Dawn Hafner, May 4, 2000
   • 1 reply
   • 1.5k views
   • 
   • jkharvey
   • May 4, 2000

3. Top Heavy DC Minimum For Partial Year Participation

   By Guest pjharvey, March 9, 2001
   • 1 reply
   • 1.6k views
   • 
   • pmacduff
   • March 9, 2001

4. After-tax rollovers and subsequent distribution

   By PMC, November 2, 2001
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • November 2, 2001

5. Controlled Group

   By Guest pjb, September 4, 2002
   • 1 reply
   • 1.4k views
   • 
   • jaemmons
   • September 4, 2002

6. excess matching contributions

   By Guest Paul Jalazo, March 21, 2003
   • 1 reply
   • 1.1k views
   • 
   • Archimage
   • March 24, 2003

7. Another question related to severance pay

   By jkharvey, May 6, 2005
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • May 6, 2005

8. Safe Harbor 401(k) Top Heavy Question

   By MarZDoates, February 24, 2006
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • February 24, 2006

9. Safe Harbor Discretionay Match Top Heavy

   By sdix401k, November 13, 2006
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • November 13, 2006

10. QNEC IN 2006

    By Guest geschaft, February 6, 2007
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • February 7, 2007

11. Controlled Group Status Change

    By PMC, June 24, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 8, 2009

12. Easy Question - I'm Really Slow Today

    By Madison71, December 10, 2009
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • December 10, 2009

13. Late ADP Refund ?

    By Guest jvandyke, June 28, 2010
    • 1 reply
    • 1.8k views
    • 
    • austin3515
    • June 30, 2010

14. Auto Enrollment

    By Guest Celtics, April 11, 2014   

    • Amendment to add auto enroll
    • 1 reply
    • 829 views
    • 
    • justanotheradmin
    • April 11, 2014

15. Controlled Group - Family Attribution

    By commishvp, April 20, 2015
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • April 21, 2015

16. leased employees vs. 6-month eligibility

    By AlbanyConsultant, March 11, 2016
    • 1 reply
    • 886 views
    • 
    • Belgarath
    • March 11, 2016

17. 2% Shareholder Insurance Premium and Plan Compensation

    By Christopher Wilson, May 11, 2022
    • 1 reply
    • 562 views
    • 
    • Nate S
    • May 13, 2022

18. Disability distribution

    By Guest scm, October 4, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • October 4, 1999

19. No Accountants Opinion Attached to 5500 - 2022

    By John K, June 28, 2024
    • 1 reply
    • 638 views
    • 
    • Calavera
    • July 1, 2024

20. Vesting to Use for ACP test failure

    By Guest Steve C., July 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • July 20, 2001

21. Design Based Safe Harbors and Top Heavy

    By Guest Michael S. Ouellette, November 21, 2001
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • November 21, 2001

22. Otherwise excludable employees and elapsed time method

    By Guest BJ, February 14, 2003
    • 1 reply
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 14, 2003

23. Qualified vs. Non-Qualfied Comparison

    By Guest ChrisF, July 23, 2004
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • July 26, 2004

24. Disaggregation of plan for new employer

    By ccassetty, February 25, 2005
    • 1 reply
    • 1k views
    • 
    • ccassetty
    • March 7, 2005

25. Hardship W/D after a loan

    By blue, July 27, 2005
    • 1 reply
    • 1.4k views
    • 
    • pmacduff
    • July 27, 2005

26. PARTNERS DEFERRED AND HAD A PARTNERSHIP LOSS

    By blue, November 3, 2005
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • November 3, 2005

27. Flat Dollar 401(k)

    By Guest moltengater, August 25, 2006
    • 1 reply
    • 7.9k views
    • 
    • wsp
    • August 25, 2006

28. 401k Roth refund - taxable portion < $100

    By legort69, February 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • dcoderre
    • March 11, 2008

29. Maximizing HCEs while Minimizing NHCEs

    By Guest NewB, June 24, 2009
    • 1 reply
    • 1.5k views
    • 
    • K2retire
    • June 25, 2009

30. Form 5330 Reporting Excise Tax Due

    By MBCarey, October 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • October 20, 2010

31. Vesting

    By justatester, February 26, 2014   

    • Different Scheduls = BRF?
    • 1 reply
    • 941 views
    • 
    • Lou S.
    • February 26, 2014

32. 25% Cap on Employer Contributions

    By pjbaer, September 7, 2016   

    • 25% Cap on ER contributions
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • September 7, 2016

33. Missed Deferral/SH Match

    By Pammie57, September 19, 2017
    • 1 reply
    • 751 views
    • 
    • WCC
    • September 19, 2017

34. Excess deferrals in a tribal non-ERISA 401(k) plan

    By ldr, May 3, 2021   

    • tribal
    • non-erisa vs. erisa
    • (and 1 more)

      Tagged with:

      • tribal
      • non-erisa vs. erisa
      • 402(g)
    • 1 reply
    • 567 views
    • 
    • ldr
    • May 3, 2021

35. rollovers/top heavy testing

    By Guest jdw, May 19, 1999
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • May 20, 1999

36. Foreign rollover to US Plan

    By Guest Frank Jackson, October 4, 1999
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • October 4, 1999

37. Interested in Trust type 401(k) funding product alternative to variabl

    By Guest J. David Wright, October 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 24, 2000

38. 401k strain

    By Guest PJS, August 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • August 30, 2001

39. 401a plan termination notice

    By Guest byoung, October 20, 2004
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • October 20, 2004

40. termination of safe harbor provisions

    By Guest Jane Freeman, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • April 11, 2005

41. Self-correction for exclusion from elective deferrals-ADP

    By Guest TinaThornton, November 3, 2005
    • 1 reply
    • 1.5k views
    • 
    • Archimage
    • November 3, 2005

42. New 401k plan, funds not being deposited into account

    By Guest ironhead1230, August 25, 2006
    • 1 reply
    • 2.5k views
    • 
    • wsp
    • August 25, 2006

43. Discounted Employer Stock

    By Just Me, January 29, 2008
    • 1 reply
    • 943 views
    • 
    • QDROphile
    • January 29, 2008

44. Automatic Escalation

    By Guest Lori Dillingham, February 29, 2008
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2008

45. Compensation and Deferral Election

    By Dazednconfused, May 5, 2011
    • 1 reply
    • 1k views
    • 
    • GMK
    • May 5, 2011

46. Participant Confirmations

    By Nassau, June 3, 2011
    • 1 reply
    • 1.4k views
    • 
    • EPCRSGuru
    • June 7, 2011

47. 401(k) as Qualified Replacement Plan

    By Doghouse, December 2, 2011
    • 1 reply
    • 2k views
    • 
    • Kevin C
    • December 6, 2011

48. Form 990 T

    By 52626, March 11, 2016
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 11, 2016

49. verbage on Hardship distribution forms about restarting deferrals

    By Jim Chad, November 9, 2016
    • 1 reply
    • 623 views
    • 
    • TPAJake
    • November 14, 2016

50. ineligible contributions

    By Guest lidmann, December 17, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • December 17, 1998